Compare · 2 funds side by side · dividends reinvested

AVSC and SCHD

AVSCAvantis×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

AVSC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.96%+25.0%+28.8%+22.1%[…]−8.1%15.7%$3.2B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVSC 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.2B[…]

AVSC

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

AVSCMeasureSCHD

+25.0%Year to dateJan 1 → Nov 4+35.3%

+28.8%1 yearTotal return+41.6%

+22.1%3 years · per year$10,000 became $18,188 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

0.96%Trailing 12-mo yield$96 · $291 a year on $10k2.91%

−8.1%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.5%

AVSCSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSC vs SCHD: Top 5 Holdings

Today

AVSC

1.7%in top 5

SCHD

in top 521.6%

AVSCStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.4%TENBnot top 5

0.3%HAEnot top 5

0.3%CONnot top 5

0.3%GRALnot top 5

0.3%SAICnot top 5

Held in common1.8%

End-of-day Nov 4, 2026 · share of each fund

AVSC vs SCHD Returns, Every Period

AvantisAVSC

+28.8%

past year

SCHDSchwab

+41.6%

past year

AVSCSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AVSC vs SCHD

YTD

AvantisAVSC

+25.0%

SCHDSchwab

+35.3%

+25.0%Year to date+35.3%

−8.1%Worst drop · 1Y−6.9%

15.7%Volatility · 1Y11.5%

1.0%Yield2.9%

$3.2BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AVSC0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVSC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

AVSC0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AVSC$96 − $25 = $71

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVSC, SCHD

Today

1.8%most shared, AVSC and SCHD

AVSCSCHD

AVSC—1.8%

SCHD1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

AVSCWorst drop−8.1%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAVSC

+35.3%Year to date+25.0%

2.9%Yield1.0%

+41.6%Past year+28.8%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026